Briaud Financial Planning Inc ETF holdings
College Station, TX
Reported $364.8M in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$364.8M
ETFs held
23
Change from prior quarter
-1.0%
With price moves
ETFs as a share of its 13F
96.0%
of $380.2M
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $205.9M | 556,358 | +17,248 shares |
| GLD | SPDR Gold Shares | $73.6M | 199,910 | +1,567 shares |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $26.6M | 1,672,011 | −1,135,150 shares |
| PDBA | Invesco Agriculture Commodity Strategy No K-1 ETF | $22.1M | 621,833 | +27,050 shares |
| SLV | iShares Silver Trust | $17.9M | 335,142 | +5,894 shares |
| IAU | iShares Gold Trust | $6.1M | 80,824 | No change |
| IVV | iShares Core S&P 500 ETF | $2.9M | 3,903 | +9 shares |
| QQQ | Invesco QQQ Trust | $1.9M | 2,633 | +1,326 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.1M | 12,441 | +3,645 shares |
| VYM | Vanguard High Dividend Yield ETF | $1.1M | 7,074 | +641 shares |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001800586. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Briaud Financial Planning Inc own?
Briaud Financial Planning Inc reported 23 ETF positions worth $364.8M in its Form 13F for June 30, 2026. The largest was VTI, at $205.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.